Kenneth J Palmer Cfp

Dolores Villegas is a Licensed Financial Representative with Primerica serving MODESTO and its surrounding areas.

Spectrum Financial Management, located in San Rafael, CA, specializes in integrated financial services that encompass investment management, financial planning, and tax services. Their personalized approach focuses on understanding each client's unique goals and risk tolerance to create tailored solutions that maximize opportunities while managing risks and minimizing taxes. The firm’s process includes goal establishment, comprehensive planning, diligent implementation, and ongoing reviews to ensure clients remain on track toward their financial objectives. Led by experienced professionals, Spectrum Financial Management emphasizes the importance of listening and collaboration to provide clients with a secure financial future. Generated from the website

Asset Management Ventures (AMV) is a leading early-stage venture capital firm based in Palo Alto, CA, specializing in the digital health sector. With a rich history dating back to 1965, AMV leverages its extensive operating experience and unparalleled network to support entrepreneurs in building transformative companies that aim to revolutionize healthcare through innovative technology and insights. The firm focuses on identifying teams with unique technology, deep market knowledge, and a passion for disrupting the healthcare landscape. By actively engaging with portfolio companies, AMV provides essential guidance on critical early-stage challenges, collaborating with top-tier venture firms for later-stage capital raises to facilitate growth and success. Generated from the website